ibex35-mcp

# 🚀 Enhanced IBEX 35 MCP Server Features ## Summary of Enhancements This version of the IBEX 35 MCP server includes **6 powerful new AI-powered analytics tools** that significantly expand its capabilities beyond basic data retrieval. ## 🆚 **Version Comparison** ### **Previous Version (Basic)** - ✅ Company data retrieval - ✅ Historical prices - ✅ Director/shareholder information - ✅ News and sentiment analysis - ✅ Basic network analysis - ✅ Custom SQL queries ### **⚡ Enhanced Version (Current)** - ✅ **ALL previous features PLUS:** - 🆕 **Natural Language Query Processing** - 🆕 **Multi-dimensional Company Comparisons** - 🆕 **Advanced Trend Analysis with Forecasting** - 🆕 **Comprehensive Investment Risk Assessment** - 🆕 **Professional Analyst Report Generation** - 🆕 **Investment Opportunity Screening & Ranking** ## 🔥 **New Enhanced Tools** ### 1. `analyze_natural_query` **Transform natural language into actionable insights** - Intelligently routes complex questions to appropriate analysis tools - Handles queries like: *"Which banking stocks have grown most in the last month?"* - Provides contextual suggestions for follow-up analysis - **Example Output**: Structured analysis with interpretation, results, and next steps ### 2. `compare_companies` **Side-by-side company analysis across multiple dimensions** - Compare any companies across financial, governance, and performance metrics - Handles queries like: *"Compare Santander vs BBVA across all metrics"* - Generates comprehensive scoring and recommendations - **Example Output**: Detailed comparison matrix with actionable insights ### 3. `analyze_trends` **Advanced trend analysis with simple forecasting** - Company trends, sector trends, market trends, correlation analysis - Handles queries like: *"What are the price trends for telecommunications stocks?"* - Includes technical analysis insights and simple forecasting - **Example Output**: Trend direction, strength, support/resistance levels, forecasts ### 4. `assess_investment_risk` **Multi-dimensional risk assessment** - Market risk, governance risk, sector risk, liquidity risk, concentration risk - Handles queries like: *"Assess the investment risks of the banking sector"* - Provides overall risk scoring with detailed recommendations - **Example Output**: Risk breakdown with scores and mitigation strategies ### 5. `generate_analyst_report` **Professional-grade analyst reports** - Company deep-dives, sector overviews, governance analysis - Handles queries like: *"Generate a comprehensive report on the energy sector outlook"* - Includes executive summaries, conclusions, and recommendations - **Example Output**: Multi-section professional report with charts and insights ### 6. `screen_opportunities` **Investment opportunity screening and ranking** - Filter by P/E ratios, market cap, sectors, governance quality, etc. - Handles queries like: *"Find undervalued large-cap companies with good governance scores"* - Automated scoring and ranking with top sector identification - **Example Output**: Ranked list of opportunities with screening criteria summary ## 🎯 **Perfect for Different Analyst Types** ### **Equity Analysts** - Company comparisons and valuations - Sector analysis and performance tracking - Financial metrics screening ### **Risk Analysts** - Comprehensive risk assessments - Governance analysis and red flags - Market and sector risk evaluation ### **Portfolio Managers** - Investment opportunity screening - Trend analysis for sector rotation - Performance comparison tools ### **Quantitative Analysts** - Statistical analysis and correlations - Trend analysis with forecasting - Market structure analysis ### **ESG Analysts** - Governance metrics and analysis - Director interlock analysis - Transparency and compliance data ## 🔧 **Technical Improvements** ### **Enhanced Natural Language Processing** - Intelligent query interpretation - Pattern matching for different query types - Contextual routing to appropriate tools - Helpful error messages with suggestions ### **Advanced Analytics Engine** - Statistical calculations and trend analysis - Risk scoring algorithms - Performance comparison matrices - Forecasting capabilities ### **Professional Report Generation** - Multi-section structured reports - Executive summaries and conclusions - Actionable recommendations - Data visualization support (text-based) ### **Robust Error Handling** - Graceful failure management - Helpful error messages - Fallback mechanisms - Comprehensive logging ## 🚀 **Usage Examples** ### **Simple Questions (Still Supported)** ``` "List all directors of Santander" "What's the current price of BBVA?" "Show me banking sector companies" ``` ### **Complex Analysis (NEW!)** ``` "Which energy companies have the best governance scores?" "Compare Santander and BBVA across all metrics" "Find undervalued stocks with low P/E ratios under 15" "Generate a risk assessment for the banking sector" "What are the price trends for telecommunications stocks?" ``` ### **Natural Language Queries (NEW!)** ``` "Show me companies with concerning governance red flags" "Which sectors are performing best this month?" "Find investment opportunities in stable, large-cap companies" "What's the correlation between different sectors?" ``` ## 📊 **Data Sources & Architecture** ### **Main Version** (`/Users/alessandronurnberg/ibex35-mcp-server/`) - **API Endpoint**: `https://ibex35-api.ncdata.eu` - **Purpose**: Local Claude Desktop integration - **Status**: ✅ Enhanced with all new features ### **Standalone Version** (`/Users/alessandronurnberg/ibex35-mcp-server-standalone/`) - **API Endpoint**: `https://ibex35-api.ncdata.eu` (Updated to match main) - **Purpose**: GitHub distribution and external sharing - **Status**: ✅ **NOW SYNCHRONIZED** with all enhanced features ### **Local-RAG Application** (`/Users/alessandronurnberg/standalone_rag/local-rag/`) - **IBEX35 Mode**: Uses `https://ibex35-sheets-api.anurnberg.workers.dev` via `ibex35AgentService` - **MCP Tools Mode**: Uses `localRagMcpService` with comprehensive search capabilities - **Purpose**: Web interface with dual-mode intelligent search ## 🎉 **Benefits of Enhancement** 1. **🤖 AI-Native**: Natural language processing makes complex analysis accessible 2. **🔬 Professional-Grade**: Analyst-quality reports and risk assessments 3. **⚡ Intelligent**: Smart routing and contextual suggestions 4. **🎯 Versatile**: Supports different analyst workflows and use cases 5. **📈 Actionable**: Provides recommendations, not just data 6. **🔧 Extensible**: Modular architecture for easy future enhancements ## 📋 **Migration Notes** - ✅ **Backward Compatible**: All existing tools still work exactly the same - ✅ **No Breaking Changes**: Existing queries continue to function - ✅ **Enhanced Data**: Same data sources with improved analytics - ✅ **API Aligned**: Both versions now use the same endpoint - ✅ **Ready for GitHub**: Standalone version ready for public distribution --- **The enhanced IBEX 35 MCP server transforms from a simple data access tool into a comprehensive financial analysis platform, while maintaining full backward compatibility.**